FP&A Associate (IBD Finance)

Morgan Stanley•New York, NY

About The Position

We're seeking someone to join our IBD Finance FP&A team as a Specialist in the Finance Division to drive various activities related to oversight of the Annual CCAR submission, Quarterly Stress Test processes, Annual Budget process as well as other analyses as required by the Business Unit (BU). In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate / Director within our Financial Planning & Analysis Job Family which is responsible for the firm’s budget, forecast, internal management reporting and financial analysis to provide insight into the firm’s current and expected financial performance, as well as expense allocation. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Requirements

In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to operate independently with respect to most job responsibilities
Ability to provide positive and constructive feedback and innovate processes
Demonstrated ability to prioritize and manage multiple projects/tasks, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
Capable of succinctly summarizing complex accounting and/or reporting results
Exceptional project management skills
Sound business judgement
Strong interpersonal skills, including a balance of assertiveness and building cross-business relationships
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Bachelor's degree in Finance/Accounting or related field

Responsibilities

Partner with other ISG (Institutional Securities Group) FP&A groups and ISG Finance product controllers on model and data enhancements
Develop risk & control frameworks, manage governance documentations, policies, and procedures as required for QST / annual CCAR
Assist with facilitating governance meetings and coordinate with Corporate FP&A, Risk, and business management teams to perform governance and control related tasks
Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards
Perform a wide variety of analyses and forecasting exercises as required
Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards